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RevOps agency in Toronto for B2B pipeline attribution
In short
PlanConversion is a Montreal-based B2B demand and revenue generation agency that works with clients in Toronto, and it sets up RevOps and marketing attribution for B2B teams there. We define lifecycle stages with sales, fix source and campaign tracking from first touch to closed deal, connect ad platforms and the CRM, and build pipeline reporting that leadership, finance and investors accept.
Toronto teams selling to banks and insurers run long cycles with many stakeholders and partner-sourced deals. Where we usually start in Toronto: partner and account fields that survive the cycle.
Last updated
Trusted by enterprise B2B teams
Founder’s in-house leadership as Director of Revenue Growth
Market facts
The B2B tech market in Toronto, in numbers
Toronto ranks third among North American tech talent markets in CBRE's 2026 Scoring Tech Talent report and counts 33,419 AI-related tech jobs, fifth on the continent.
Source: CBRE, Scoring Tech Talent 2026 press release (2026)
Why teams choose us
What you get
Stage definitions sales agrees with
Lead, qualified lead, meeting, opportunity and closed-won defined once and used in every report.
Tracking that survives the CRM
UTMs, click IDs and source fields carried from the first visit to the closed deal.
Offline conversions back to ad platforms
Qualified pipeline events sent to Google and LinkedIn so bidding learns from deals.
Board-ready reporting
Pipeline, revenue and payback by channel and segment, in a format leadership can present.
In practice
RevOps for Toronto enterprise teams
Toronto teams selling to banks and insurers run long cycles with many stakeholders and partner-sourced deals. We make sure source, partner and account fields survive the whole cycle, so marketing and partners get credit for pipeline that closes many months later.
First play: partner and account fields that survive the cycle
We lock source, partner and account fields so they cannot be overwritten when a deal moves through procurement, legal and security review. Partner-influenced pipeline is reported next to direct pipeline, so a deal that closes long after the first touch still carries its origin.
The B2B market in Toronto
Toronto has Canada's largest concentration of financial institutions and a dense base of SaaS and fintech companies that sell to banks, insurers and large enterprises. Buyers are senior, risk-aware and well served by agencies, so a program has to prove pipeline, not activity. Sectors we see most often: fintech, banking and insurance technology, enterprise SaaS, healthtech, professional and business services.
Most Toronto programs run in English, with French assets added when the account list includes Quebec buyers.
How we work with teams in Toronto
We work with clients in Toronto on the same time zone, with weekly reviews by video and in-person sessions for kickoffs and planning.
Official Demandbase partner
Demandbase programsWe implement and run Demandbase for enterprise ABM
As an official Demandbase partner we operate the platform end to end, connect it to your CRM and report on pipeline, not impressions.
Choosing an agency
Questions to ask before hiring for RevOps in Toronto
Ask these of any agency on your shortlist, including us.
- 01
Will original source and partner fields survive a cycle that runs for many months?
- 02
Can partner-sourced and partner-influenced pipeline be reported separately?
- 03
Does the agency agree stage definitions with sales and finance before building reports?
Proof
Results from comparable programs
Worked example / Enterprise B2B technologyFrom paid spend to revenue: $600K of media, $7.2M of attributed pipeline12:1pipeline-to-spend$7.2Mmarketing-sourced pipeline attributed through to the CRM$1.9Mclosed-won revenue in period, fully attributedRead the case study →KNIME / Data analytics softwareKNIME case study: 51% lower cost per lead with paid media accountable to pipeline51%lower cost per lead, with lead volume holding steady9 in 10leads meeting the client quality standard, verified in the CRM77%of qualified search leads from purpose-built landing pagesRead the case study →Anonymized / Enterprise software42% more qualified pipeline in six months for an enterprise software company42%lift in qualified pipeline within 6 months$40M+pipeline influenced by the engagement3xSQL volume from paid channelsRead the case study →
PlanConversion went beyond flagging a misfiring tracking tag. They brought the fix and a forward-looking testing plan to keep our tracking reliable.
Pipeline quality and win rates improved within a quarter. We finally had one connected demand engine with shared metrics.
Recommendations
What senior leaders say about our founder, Hojabr Sattari
Recommendations for our founder, written by executives, peers and team members on LinkedIn. Read all 14 recommendations
Amanda MillerGlobal Revenue Marketing Executive and Growth StrategistManaged Hojabr directlyWorking with Hojabr has been nothing short of inspiring. As Director of Digital Strategy & Experience, he has revolutionized our digital presence, transforming our website into a customer-centric, high-performing platform that delivers measurable business impact. Hojabr’s no-nonsense approach, combined with his relentless drive to achieve results, sets him apart as a true leader who gets things done, fast and effectively. His ability to tackle complex challenges, like integrating SEO in-house and resolving large-scale technical issues, reflects his strategic mindset and unwavering commitment to excellence.
What truly makes Hojabr exceptional is his leadership. He has not only elevated his own team, unlocking potential and delivering performance I’ve never seen before, but has also mentored across the marketing organization, raising the bar for everyone he works with. His sharp focus on delivering value, both from internal teams and external agencies, ensures that every dollar spent drives meaningful outcomes. Hojabr’s cross-functional collaboration and experimental, data-driven approach are driving results that impact the entire company, and his work is a cornerstone of our digital and revenue success.
If you’re looking for someone who combines vision, execution, and the ability to lead others to greatness, Hojabr is the person you want on your team. I’m proud to work alongside him and excited to see the incredible impact he will continue to make.
Line Atallah1x COO, 2x CMO, SaaS operatorManaged Hojabr directlyIt was my pleasure to work with Hojabr, who was a direct report to me. Hojabr led our digital marketing team, overseeing website development, digital campaigns, and data analytics. Collaborating with Hojabr was a truly enjoyable experience. His positive attitude, proactive approach to project advancement, in-depth technical knowledge, and exceptional ability to break down large projects into manageable tasks are just a few of the numerous strengths I observed during our time working together. On a personal note, Hojabr is a sincere, loyal, and warm-hearted individual, making him valuable to any team.
Recommendations written on LinkedIn about our founder, Hojabr Sattari, mostly from his previous in-house leadership roles. Lightly edited for punctuation and to remove company names. Titles are each person’s current LinkedIn headline. They describe Hojabr’s work, not specific PlanConversion client engagements. View on LinkedIn
Read before you decide
Related reading
Industry playbookRevOps for financial technologyThree plays for financial technology companies, starting with procurement stage tracking.Industry playbookRevOps for enterprise SaaSThree plays for enterprise SaaS companies, starting with stage definitions.Industry playbookRevOps for healthcare technologyThree plays for healthcare technology companies, starting with pilot and rollout stages.BenchmarkB2B buying journey benchmarksSourced 2026 figures and what we would do about them.ShortlistB2B marketing agencies in TorontoWhat local agencies show on their own websites, checked November 7, 2026.
Also in this market
More services in Toronto
Overview: Toronto
B2B demand generation for Toronto enterprise teams: ABM, Demandbase and 6sense, Google Ads, LinkedIn Ads, RevOps and GEO, reported as pipeline from your CRM.
ABM in Toronto
Why ABM matters more in Toronto: Toronto is one of the most competitive B2B advertising markets in Canada.
Google Ads in Toronto
Why Toronto B2B search gets expensive: Toronto concentrates Canada’s financial services, fintech and enterprise software vendors, and many of them bid on the same category keywords.
LinkedIn Ads in Toronto
LinkedIn in a crowded market: Senior buyers at Toronto banks, insurers and large technology companies see a lot of B2B advertising.
GEO in Toronto
GEO for Toronto fintech and SaaS: Toronto fintech and SaaS buyers ask AI assistants regulated, comparison-style questions: which vendors meet a compliance standard, integrate with a core banking system or serve Canadian institutions.
CRO in Toronto
CRO for Toronto B2B sites: Toronto buyers in financial services expect proof before they book a demo: security documentation, integrations and references.
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FAQ
RevOps in Toronto
Is PlanConversion a RevOps agency in Toronto?
Yes. PlanConversion works with B2B clients in Toronto, with weekly reviews by video and in-person sessions for kickoffs and planning. We set up RevOps and attribution for B2B teams there, in your existing CRM. Toronto teams selling to banks and insurers run long cycles with many stakeholders and partner-sourced deals.
Who is the best RevOps agency in Toronto?
There is no independent ranking we can point to, and we do not rank ourselves. The best RevOps agency for your team is one that can answer yes to these checks: will original source and partner fields survive a cycle that runs for many months; Can partner-sourced and partner-influenced pipeline be reported separately; Does the agency agree stage definitions with sales and finance before building reports. PlanConversion is one option: PlanConversion works with B2B clients in Toronto, with weekly reviews by video and in-person sessions for kickoffs and planning.
What does the B2B tech market in Toronto look like?
Toronto ranks third among North American tech talent markets in CBRE's 2026 Scoring Tech Talent report and counts 33,419 AI-related tech jobs, fifth on the continent. Toronto has Canada's largest concentration of financial institutions and a dense base of SaaS and fintech companies that sell to banks, insurers and large enterprises.